ACA

Atlas Capital Advisors Portfolio holdings

AUM $819M
1-Year Est. Return 20%
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$10.8K ﹤0.01%
330
552
$10.5K ﹤0.01%
382
-279
553
$10.3K ﹤0.01%
+876
554
$10.3K ﹤0.01%
2,000
555
$10.2K ﹤0.01%
155
556
$9.74K ﹤0.01%
100
557
$9.32K ﹤0.01%
+406
558
$9.31K ﹤0.01%
255
-357
559
$8.81K ﹤0.01%
146
-131
560
$8.77K ﹤0.01%
+100
561
$8.25K ﹤0.01%
+128
562
$8.03K ﹤0.01%
+424
563
$8.01K ﹤0.01%
89
564
$8K ﹤0.01%
62
565
$7.39K ﹤0.01%
300
566
$7.28K ﹤0.01%
20
-238
567
$7.24K ﹤0.01%
+152
568
$6.8K ﹤0.01%
88
-216
569
$6.69K ﹤0.01%
+100
570
$6.36K ﹤0.01%
+115
571
$6.27K ﹤0.01%
+24
572
$6.25K ﹤0.01%
100
573
$6.24K ﹤0.01%
112
-185
574
$6.01K ﹤0.01%
58
-63
575
$5.9K ﹤0.01%
65
-229
21 22
23
24 25